13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
TPSC

TIMOTHY PLAN

94 institutions still hold TIMOTHY PLAN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432342·94 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$184M
71.0% inst. owned
of float
Holders
94
-133 QoQ
filers reporting
Activity
+60 / −74
+1,006 added · −937 reduced
this quarter
Concentration
21.12%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported TPSC in Q1 2026. LPL Financial LLC leads at 21.1% of the visible book. -133 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$39M915K0.01%Q1 202602
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$25M580K0.18%Q1 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$15M339K9.38%Q1 202604
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$12M290K0.75%Q1 202605
Bare Financial Services, Inc
CIK 0002009426
$11M263K2.95%Q1 202606
Faithward Advisors, LLC
CIK 0001695078
$8M184K1.12%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$8M183K0.01%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M180K0.00%Q1 202609
Plan A Wealth LLC
CIK 0002093645
$7M177K3.59%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$7M160K0.03%Q1 202611
O'Connor Financial Group LLC
CIK 0001973783
$6M153K2.66%Q1 202612
OneAscent Financial Services LLC
CIK 0001780985
$6M151K0.35%Q1 202613
CreativeOne Wealth, LLC
CIK 0001739728
$6M139K0.14%Q1 202614
ASSETMARK, INC
CIK 0001344551
$5M115K0.01%Q4 202515
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M101K0.01%Q1 202616
EverSource Wealth Advisors, LLC
CIK 0001710537
$4M94K0.12%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M87K0.00%Q1 202618
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M87K1.89%Q4 202519
Sound Financial Strategies Group, LLC
CIK 0001800620
$3M73K2.11%Q1 202620
XY Planning Network, Inc.
CIK 0001873438
$2M54K0.37%Q1 2026
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